Senior Client Services Associate

Senior Client Associate

The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating with a dynamic, nationwide Client Services team. This role requires excellent communication skills, attention to detail, critical thinking skills, the ability to manage multiple priorities, and a proactive approach to delivering exceptional service.

Role Responsibilities

• Providing exceptional and timely client service and flawless execution on client and prospective client requests, inquiries, and transactions and providing solutions where appropriate.
• Acting as a point of contact for all client interactions, working with internal business partners to ensure a timely and accurate response to all client questions and concerns.
• Managing account transition and opening process for new and existing clients.
• Collecting and populating account-specific information, organizing executed documentation from clients, researching and resolving issues with missing/incomplete information, security/cash transfers, etc.
• Managing daily work volumes and transactions accurately across multiple custodians, within established deadlines, and in accordance with existing policies and procedures.
• Researching, following up, and escalating client issues and problems through effective interaction with clients and internal business partners in a timely and professional manner.
• Effectively collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions with a common goal of providing exceptional service.
• Assisting with ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements.
• Delivering effective written and verbal communication to financial advisors, internal departments, and firm leaders.
• Performing other job-related duties as assigned by your manager and working closely with team members on designated projects.
• Keeping up to date on custodial processes and rules and regulations under compliance.

Required experience

• 3-5 years professional experience in a Client Service Associate role at an RIA firm
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career
• Ability to work in a fast-paced growing entrepreneurial environment

Role information

• Location: Chicago – 3 days in office required
• Role Classification: Full-Time, Exempt – 40 hours per week
• Compensation: $75,000 - 85,000, plus annual bonus opportunity. Final compensation / base salary will be commensurate with experience.